As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be an integral part of our Bangalore team, dedicated to catering to the needs of high-net-worth clients. With 4-10 years of experience in Financial Services, Wealth Management, or Fintech industry, you will be responsible for acquiring, advising, and managing clients by providing customized wealth solutions to support their long-term financial objectives. Your primary focus will be on client acquisition and business growth by identifying and onboarding new HNI clients through various networking channels and strategic approaches. Furthermore, you will play a crucial role in expanding our private client base while delivering personalized wealth advisory services. This entails understanding client goals, risk profiles, and recommending suitable investment solutions including Mutual Funds, SIPs, Term Insurance, Retirement Plans, and more. Building and nurturing long-term relationships with clients will be key to your success in this role. Acting as the primary point of contact, you will be responsible for ongoing financial planning and portfolio reviews, ensuring a high level of client satisfaction. Meeting and surpassing revenue targets and product penetration goals will also be part of your responsibilities, along with maintaining a well-balanced product mix tailored to client needs. Staying abreast of financial markets, product innovations, and compliance changes will be essential. You will need to translate market insights into actionable advice for clients, showcasing your expertise in wealth management, private banking, or financial advisory. Strong interpersonal skills, communication abilities, and a client-first approach with ethical integrity are vital attributes for this role. Possessing certifications such as NISM, AMFI, or CFP would be advantageous. At BlissMoney, you will have the opportunity to be part of a fast-growing fintech-led wealth advisory platform, working with ambitious clients and cutting-edge tools. Our culture offers long-term career pathways, merit-based growth, and leadership opportunities. If you are ready to contribute to shaping the future of wealth management in India, we invite you to apply or reach out to us for more information. Join us in revolutionizing wealth management by sending your application to hr@blissmoney.in or visit www.blissmoney.in for further details.,
As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationships with clients for ongoing financial planning and portfolio reviews - Meet and exceed revenue and product penetration targets by executing a well-balanced product mix aligned with client needs - Stay updated with financial markets, product innovations, and compliance changes to provide actionable advice to clients **Qualifications Required:** - 4-10 years of experience in wealth management, private banking, or financial advisory - Solid understanding of mutual funds, life insurance, and investment planning - Strong interpersonal and communication skills - Client-first approach with ethical integrity - Certifications such as NISM, AMFI, or CFP are a plus BlissMoney Fintech Pvt. Ltd. is a fast-growing fintech-led wealth advisory platform that offers you the opportunity to work with ambitious clients and next-gen tools. The company provides a culture with long-term career pathways, merit-based growth, and leadership opportunities. If you are ready to shape the future of wealth in India, apply now or reach out to BlissMoney for more details.,